KOC
Koss-Olinger Consulting’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Sell |
7,317
-1,476
| -17% | -$159K | 0.06% | 143 |
|
|
2025
Q1 | $1.05M | Buy |
+8,793
| New | +$1.05M | 0.09% | 115 |
|
|
2024
Q4 | – | Sell |
-6,097
| Closed | -$715K | – | 295 |
|
|
2024
Q3 | $715K | Buy |
6,097
+656
| +12% | +$76.9K | 0.06% | 121 |
|
|
2024
Q2 | $626K | Buy |
+5,441
| New | +$626K | 0.06% | 125 |
|
|
2024
Q1 | – | Sell |
-5,176
| Closed | -$517K | – | 326 |
|
|
2023
Q4 | $517K | Sell |
5,176
-4,111
| -44% | -$411K | 0.05% | 148 |
|
|
2023
Q3 | $1.09M | Buy |
9,287
+409
| +5% | +$48.1K | 0.16% | 81 |
|
|
2023
Q2 | $952K | Sell |
8,878
-190
| -2% | -$20.4K | 0.11% | 98 |
|
|
2023
Q1 | $994K | Sell |
9,068
-91
| -1% | -$9.98K | 0.12% | 90 |
|
|
2022
Q4 | $1.01M | Sell |
9,159
-5,973
| -39% | -$659K | 0.15% | 84 |
|
|
2022
Q3 | $1.32M | Sell |
15,132
-764
| -5% | -$66.7K | 0.22% | 37 |
|
|
2022
Q2 | $1.36M | Sell |
15,896
-5,120
| -24% | -$438K | 0.25% | 33 |
|
|
2022
Q1 | $1.74M | Sell |
21,016
-8,582
| -29% | -$709K | 0.28% | 30 |
|
|
2021
Q4 | $1.81M | Buy |
29,598
+1,569
| +6% | +$96K | 0.28% | 27 |
|
|
2021
Q3 | $1.65M | Sell |
28,029
-14,658
| -34% | -$862K | 0.27% | 28 |
|
|
2021
Q2 | $2.69M | Buy |
42,687
+1,912
| +5% | +$121K | 0.4% | 28 |
|
|
2021
Q1 | $2.28M | Buy |
+40,775
| New | +$2.28M | 0.39% | 30 |
|